All episodes of How Leaders Lead with David Novak

How Leaders Lead with David Novak · 2026-11-05 · 85 min · 14,255 words

#316: Philippe Laffont, Founder, Coatue Management – Know your gaps, then fill them

Listen to the original audio · Transcribed with NVIDIA Parakeet · Why times can differ in your player

Hello, everyone, and welcome to another episode of How Leaders Lead David Novak. Today's guest is Philippe Lafont. He's the founder of KO2 management and one of the world's most successful technology investors. He's grown KO2 from 50 million to over a hundred billion dollars. And he's done it by seeing opportunities others miss. Making big bets and staying willing to change his mind.

In today's episode, you'll learn how to build that same type of conviction and also recognize when it might be time to change course. Enjoyed this episode with David and Philippe, and be sure to stay tuned to the end of the episode, where David and I break down some of the key learnings from this conversation. You know You're you're French and your wife An Anna is from Spain and I know you two love Soccer or football as you would call it.

Yeah. What was it like around your house this year during the World Cup? Um, whoever is the guy That said. Happy wife, happy life is a complete idiot.

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